Yon S. Perullo
Directeur Général chez RiXtrema, Inc.
Profil
Yon S.
Perullo is the founder of Nascent Strategies LLC, which was founded in 2004.
He is currently the Chief Executive Officer at RiXtrema, Inc. since 2017.
Mr. Perullo's former jobs include being a Vice President at FactSet Research Systems, Inc. from 1998 to 2004, a Portfolio Manager at Security Investors LLC from 2007 to 2012, an Account Executive at Benchmark Communications in 1998, and a Portfolio Manager at Security Global Investors LLC from 2007 to 2011.
Mr. Perullo received an undergraduate degree from the University of Rhode Island.
Postes actifs de Yon S. Perullo
| Sociétés | Poste | Début |
|---|---|---|
RiXtrema, Inc.
 RiXtrema, Inc. Data Processing ServicesTechnology Services RiXtrema, Inc. is a financial technology company based in New York, NY that provides innovative tools for financial advisors using machine learning, artificial intelligence, and data science. The private company's mission is to help financial professionals grow their businesses and comply with fiduciary regulations. RiXtrema's products use fiduciary analytics, science-based mathematical risk assessment models, intuitive interfaces, fine-tuned searches for plans and sponsors, case studies for each product, web-based software, and multi-platform support. In November 2023, the company unveiled Remai, an advanced AI tool that speeds up financial and investment research 10x by providing a straightforward way to ask an investment research question and receive a near-instant answer with an explanation, data, and charts. Remai is not just for financial advisors, but also plan advisors, asset managers, and day traders. | Directeur Général | 01/12/2017 |
Anciens postes connus de Yon S. Perullo
| Sociétés | Poste | Fin |
|---|---|---|
Security Investors LLC
 Security Investors LLC Investment ManagersFinance Security Investors LLC (do-business-as Guggenheim Investments) is a registered investment advisor headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Rydex Holdings LLC, ultimately held by Guggenheim Partners LLC. Security Investors provides investment advisory services to separately managed accounts (SMAs) and pooled investment vehicles that are registered as investment companies. The Funds include open-end registered funds, closed-end registered funds, and exchange-traded funds. Their SMA clients may include institutions, such as insurance companies, other financial institutions, pension and profit-sharing plans, US and non-US governmental entities, colleges, hospitals, charitable organizations, endowment funds and foundations, and certain individuals and trusts. | Gestionnaire de Portefeuille-Actions | 01/01/2012 |
Security Global Investors LLC
 Security Global Investors LLC Investment ManagersFinance Security Global Investors LLC is a registered investment advisor firm headquartered in San Francisco. The firm is also known as Rydex/SGI. They are a subsidiary of the Security Benefit Group of Cos. and their ultimate parent is Guggenheim Capital LLC | Gestionnaire de Portefeuille-Actions | 02/01/2011 |
Nascent Strategies LLC
 Nascent Strategies LLC Investment ManagersFinance Founded in 2004, Nascent Strategies LLC is a hedge fund manager located in Stamford, Connecticut. The manage Nascent Partners LP | Corporate Officer/Principal | 31/12/2006 |
| FACTSET RESEARCH SYSTEMS, INC. | Corporate Officer/Principal | 31/12/2003 |
Benchmark Communications
 Benchmark Communications Miscellaneous Commercial ServicesCommercial Services Benchmark Communications provides marketing, advertising, and media solutions. It offers web site design, Internet marketing, promotion, business development, and public relations services to retail, travel, service, broadcasting, and manufacturing sectors in Canada and the United States. The company was founded in 1995 and is headquartered in Mississauga, Canada. | Corporate Officer/Principal | 01/01/1998 |
Formation de Yon S. Perullo
| University of Rhode Island | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| FACTSET RESEARCH SYSTEMS, INC. | Technology Services |
| Entreprise privées | 5 |
|---|---|
Security Global Investors LLC
Security Global Investors LLC Investment ManagersFinance Security Global Investors LLC is a registered investment advisor firm headquartered in San Francisco. The firm is also known as Rydex/SGI. They are a subsidiary of the Security Benefit Group of Cos. and their ultimate parent is Guggenheim Capital LLC | Finance |
Nascent Strategies LLC
Nascent Strategies LLC Investment ManagersFinance Founded in 2004, Nascent Strategies LLC is a hedge fund manager located in Stamford, Connecticut. The manage Nascent Partners LP | Finance |
Security Investors LLC
Security Investors LLC Investment ManagersFinance Security Investors LLC (do-business-as Guggenheim Investments) is a registered investment advisor headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Rydex Holdings LLC, ultimately held by Guggenheim Partners LLC. Security Investors provides investment advisory services to separately managed accounts (SMAs) and pooled investment vehicles that are registered as investment companies. The Funds include open-end registered funds, closed-end registered funds, and exchange-traded funds. Their SMA clients may include institutions, such as insurance companies, other financial institutions, pension and profit-sharing plans, US and non-US governmental entities, colleges, hospitals, charitable organizations, endowment funds and foundations, and certain individuals and trusts. | Finance |
Benchmark Communications
Benchmark Communications Miscellaneous Commercial ServicesCommercial Services Benchmark Communications provides marketing, advertising, and media solutions. It offers web site design, Internet marketing, promotion, business development, and public relations services to retail, travel, service, broadcasting, and manufacturing sectors in Canada and the United States. The company was founded in 1995 and is headquartered in Mississauga, Canada. | Commercial Services |
RiXtrema, Inc.
RiXtrema, Inc. Data Processing ServicesTechnology Services RiXtrema, Inc. is a financial technology company based in New York, NY that provides innovative tools for financial advisors using machine learning, artificial intelligence, and data science. The private company's mission is to help financial professionals grow their businesses and comply with fiduciary regulations. RiXtrema's products use fiduciary analytics, science-based mathematical risk assessment models, intuitive interfaces, fine-tuned searches for plans and sponsors, case studies for each product, web-based software, and multi-platform support. In November 2023, the company unveiled Remai, an advanced AI tool that speeds up financial and investment research 10x by providing a straightforward way to ask an investment research question and receive a near-instant answer with an explanation, data, and charts. Remai is not just for financial advisors, but also plan advisors, asset managers, and day traders. | Technology Services |